Hello Mitch,

It's not possible using the standard application configuration since the "To" column select records from the "VwRecepientEmail" table that has no connection to the "EmailTemplate" table. Theoretically it can be done, but it requires some modifications:

1) You need to create a separate object that will connect contacts and email templates

2) Override the getLookupConfig method from the base EmailPageV2 or create a filter group function for the "Recepient" column (by adding lookupListConfig parameter for the "Recepient" column)

Best regards,

Oscar

Hello Mitch,

You need to test two following scenarios:

1) Create a lookupListConfig parameter for the "Recepient" attribute (should be created additionally) on the replaced EmailPageV2, creating a Terrasoft.FilterGroup in the parameter and specifying filtering conditions.

2)  Replace the getLookupConfig method from the base EmailPageV2 and override it in case the columnName is "Recepient".

One of these two approaches should work.

Best regards,

Oscar

Oscar Dylan,

Thanks for the insight.



I see these two business process are responsible for sending an email.

STEP 1 :  When a new case is created BP - Incoming email registration process : Triggered to send a notification to User 

STEP 2 : When the status of the case is modified/updated BP - Send email to contact on case status change, is triggered and this is linked to another Sub-Process BP - Send email to case contact.

I see that the reply is sent to all the recipients and I want reply email should be sent only to the sender (Who raised the request)

i.e., only for TO recipients and not for CC recipients

Hello Bhoonalan, 

Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:

 

DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

This script enables the feature , or creates the feature if it's not created on your instance 

Also, please enable sysSetting AutoNotifyOnlyContact.

Best Regards,

Yurii.

One workaround is to edit the 

VwRecepientEmail by adding the account name to the Contact Name field.

This way the user can search by account using the ContactName field.

Hi Fulgen,

Please use the same request parameters as on my screenshot below and you will be able to authenticate and receive cookies:

Best regards,

Oscar

Szabó Gábor,

Hello!
Please ensure that the login and password provided allow for correct access to the website.

Hello Scott, 

Please, add the stages to which you can transition from the current stage to the [Possible next stages] area. This property is responsible for the stages that can be selected once the current stage is set up. 

More detailed information on how to work with case stages can be found in the Case Designer workflows - Set up case stages Academy Article. 

Best regards,

Olga. 

I was looking at it from the wrong perspective, this now makes sense, thanks.

Hi Abinaya,

SysAdminUnit object is not accessible from the portal due to security reasons and creating filtration using this object is not possible for portal users. Also it is not recommended to use "Sys" objects on the portal since system objects have restrictions in the application core related to the portal.

You need to create a separate object to store connections between system users, their roles and contacts. This custom object will be accessible from the portal and you will be able to execute filtration under a portal user.

Best regards,

Oscar

Dear Stephane,

It depends on the column you have added as a multi-choice field. It can be exported from lookups or from the detail itself if this is a detail. 

Best regards,

Angela

Angela Reyes,

Thank you Angela.

The contact type field is available in the contact section, but I need to assign one or more contact types to a contact.

I installed the multiple choice fields add-on e. I created a many to many related entity with contact entity and contact type lookup, everything works fine.

The question Is it possible to export the contact types assigned from the contact section for each contact?

Stefano Bassoli,

If the detail was not registered we recommend installing the app https://marketplace.creatio.com/app/excel-reports-builder-creatio. You can use it to set up a report for the object where information is stored in many to many related entity.

Best regards,

Angela

Thank you Angela!

So far I've found the system setting ActiveFileContentStorage where the storage type is selected and the lookup "File content storages" where you define the class for the implementation of a file storage type, but can't seem to find anything about the implementation for the storage type class.

Dear Ryan,

This API is under testing since we are finishing our integration with S3. The documentation is also being prepared. It is done, all the information hot to work with this API will be published on the Academy.

Regards,

Dean 

Dean Parrett,

Thanks Dean. 

Dean Parrett,

Will you please share the Academy link on this subject now it is available  from 7.18 

Regards

Raja

Dear Muthukumara Raja Subramanian,

This API is still under testing. The documentation is also being prepared. All the information hot to work with this API will be published on the Academy.

Best regards,

Bogdan

Perhaps this marketplace add-on would provide the functionality you're after? It allows you to define a detail and then have it group by a column, providing an hierarchical view of the rows. https://marketplace.creatio.com/app/hierarchy-list-view-creatio

Ryan

Ryan Farley,

Thanks Ryan

I tried the add-on but it raises some javascript run-time errors and doesn't allow me to select the column to group by.

By the way, I'm interesterd on doing it with JS code in a section page detail creating: I need to know how to implement it.

Thanks

Massimiliano

I tried following the instructions dounf on this post https://community.creatio.com/articles/displaying-detail-data-hierarchi…

but it doesn't work: any suggestions?

Dear Massimiliano Mazzacurati,

The answer will be published in this Creatio Community post.



Best regards,

Bogdan

Dear Julius,

Could you please contact us at support@creatio.com in order to provide the best services?

Please be advised that the answer on the question would be still posted here after resolution.

Thank you!

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new web tracking functionality has been currently revoked for revision.

When the revision would be completed it will become available on all sites for all customers.

For now, the old web-tracking can be used - it is still available!

Please be advised that we will let you know once the New web tracking functionality would be live!

Thank you for your cooperation!

Take care!

Regards,

Danyil

Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

Dear Yuriy, 



The option proposed by Julius above should work for the described purpose. 

Please use Email Participants object to get list of contacts which were in the needed bulk email's audience.



Kind regards,

Roman

Julius,

Thank you! I specified the question: NOT bulk emails, but simple emails

Dear Yuriy, 



In this case you need to build filter like this:



Kind regards,

Roman

Roman Brown,

Roman, that doesn't work for me! That gives only a few contacts. For instance, Darren is not among them. I suspect the contacts don't have activities, just emails. What table stores the emails?

Yuriy Konstantinov,

Activities and emails are stored in the same object, but just in case try to remove type=email filter and check if it helps. 

Best regards,

Angela